Solutions Architect – Electronic Health Record (EHR) Interconnect Service
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Planning Solutions Consultant
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • California, Iowa, Minnesota, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $82,000 - $87,000 per year
Job Level
Mid-LevelSenior
About the role
- Build rapport and maintain deep relationships with affiliated financial professionals (“FPs”) and their HNW clients/investors.
- Influence FPs to lead with a formal Financial Plan to better serve affluent investors.
- Host and conduct discovery, facilitate data entry for analysis, provide commentary, and make recommendations.
- Provide effective and concise communication of financial concepts to FPs and their investors.
- Respond timely to inbound FPs requests for help to maintain service level agreements, assess urgency and impact, then prioritize and re-prioritize tasks, as required.
- Proactively initiate verbal and written outbound correspondence to initiate new business development to grow assets under management.
- Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments.
- Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others, including the Senior APT Consultants.
- Aspire to servant leadership, focus on continuous self-improvement, and challenge the status quo.
- Build strong relationships with our affiliated advisors, APT teammates, internal business partners, and specialists by fostering collaboration.
- Follow up with fellow APT members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly documented and shared internally.
- Monitor work to ensure compliance with goals and standards.
- Other duties as assigned.
Requirements
- Ability to review, analyze, and recommend investment opportunities.
- Familiarity with charitable giving strategies.
- Expert in Microsoft Office; especially PowerPoint, and Excel.
- Salesforce utilization is required.
- Gain proficiency and expertise in the products and platforms offered by Cetera Financial Services.
- Demonstrated ability to be an integral team member on large-scale, complex planning opportunities.
- Utilize internal teams subject matter experts for presentation of complex planning strategies.
- Highly energetic self-starter.
- Ability to meet designated business and sales goals of asset implementation, revenue, and profitability.
- BS/BA in business, finance, economics, accounting or related field.
- FINRA 7 & 63 licenses are required
- Life insurance license preferred.
- CFP designation preferred.
- 5+ years in client and/or advisor facing high-net-worth planning role
- Experience with implementing insurance and risk management solutions.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment analysischaritable giving strategiesfinancial planninginsurance solutionsrisk managementbusiness developmentsales goals achievementdata entrypresentation skillsclient relationship management
Soft skills
communicationrelationship buildingcollaborationservant leadershipself-improvementprioritizationproblem-solvingconstructive dialogueteamworkadaptability
Certifications
FINRA 7 licenseFINRA 63 licenseLife insurance licenseCFP designation
